← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
1476	Polen Capital Management Boca Raton, Florida	$0	-$618K	–	Closed
1477	PCM Prentice Capital Management Greenwich, Connecticut	$0	-$2.82M	–	Closed
1478	PAS Professional Advisory Services Vero Beach, Florida	$0	-$11.3M	–	Closed
1479	Prospera Financial Services Dallas, Texas	$0	-$2.36M	–	Closed
1480	PA PSI Advisors Tampa, Florida	$0	-$50K	–	Closed
1481	PAIM Punch & Associates Investment Management Edina, Minnesota	$0	-$830K	–	Closed
1482	QT Quantamental Technologies White Plains, New York	$0	-$1.09M	–	Closed
1483	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$2.08M	–	Closed
1484	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$9K	–	Closed
1485	RIA Realta Investment Advisors Wilmington, Delaware	$0	-$111K	–	Closed
1486	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$474K	–	Closed
1487	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$0	-$2K	–	Closed
1488	SIC Samalin Investment Counsel Chappaqua, New York	$0	-$34K	–	Closed
1489	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$351K	–	Closed
1490	SWA SFMG Wealth Advisors Plano, Texas	$0	-$206K	–	Closed
1491	SCM Shaolin Capital Management Miami, Florida	$0	-$4.11M	–	Closed
1492	SB Simmons Bank Pine Bluff, Arkansas	$0	-$254K	–	Closed
1493	Soleus Capital Management Greenwich, Connecticut	$0	-$668K	–	Closed
1494	SA Springowl Associates New York	$0	-$514K	–	Closed
1495	SCM Steadfast Capital Management New York	$0	-$6.29M	–	Closed
1496	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$2.69M	–	Closed
1497	Stratos Wealth Partners Beachwood, Ohio	$0	-$519K	–	Closed
1498	SP Successful Portfolios Clearwater, Florida	$0	-$217K	–	Closed
1499	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$3.71M	–	Closed
1500	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$9.5M	–	Closed